Set your role in Medrecords AI: attorney, nurse or IME doctor
Your role in Medrecords AI tells the app what kind of work you do. It only changes 1 thing: which case types show first when you create a case. It does not limit what you can do. Every role can open every case type, and the reports follow the case type, not your role.
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Case type playbooks
Where to set it
- Open Settings.
- Find the row called Your work. It says "Puts the case types you use first when you create a case".
- Pick your role. The app saves it right away and shows "Role updated."
To go back to the full list, pick "No preference". You then see every case type.
The 8 roles
| Role | Who it is for | Case types shown first |
|---|---|---|
| Attorney | Plaintiff or defense lawyers | Personal injury, motor vehicle accident, medical malpractice, workers' comp, nursing home neglect, custodial neglect, abuse, mass tort, Social Security disability |
| Claims adjuster / TPA | Carriers, TPAs and settlement administrators | Personal injury, motor vehicle accident, workers' comp |
| IME physician / expert witness | Doctors retained to examine, give an opinion or testify | Personal injury, motor vehicle accident, medical malpractice, workers' comp |
| Legal nurse consultant | Nurses who review records for a firm or carrier | The attorney list, plus veteran |
| Forensic evaluator | Psychological, psychiatric or capacity evaluations | Forensic evaluation |
| Disability / veteran rep | VA, Social Security and long-term disability claims | Social Security disability, veteran |
| Underwriter / SIU | Underwriting, payment integrity and SIU | Every case type |
| Other | Anyone else, with a short note on what you do | Every case type |
Other case types sit under Show more case types in the picker. Nothing is hidden for good.
What your role does not change
- Your side. Attorneys pick plaintiff or defense on each case, not in the role.
- What the app reads. The details pulled from the records follow the case type.
- The confirm step and the reports. These also follow the case type.
- Prices. Credits cost the same for every role.
- Access. A role is not a permission level. There are no team roles today. Each person has their own account, and only the owner can open a case.
The underwriter role has no special features yet. The picker says so.
How to use it by role
Attorneys. Set the role, then pick the case type that matches the claim. For a birth injury claim, use medical malpractice. See choose the right case type.
Legal nurse consultants. You see the attorney list plus the veteran type. Most of your work will start from the chronology and the missing records list.
IME physicians. Use the case type of the claim you are asked to review, such as workers' comp or personal injury. For psychological or capacity work, the forensic evaluator role puts forensic evaluation first.
Related help
- Choose the right case type in Medrecords AI
- Confirm the case details, key date and focus
- Read more about Medrecords AI for IME and medical-legal work and for law firms.
Facts checked against the Medrecords AI app code on 2026-10-24.